Cloud and compute · Second string · Independent

Alibaba Cloud

China's largest cloud provider.

71OVRRole playerDraft · rated on 5 of 6

Ratings

Alibaba's AI cloud and compute revenue was 48.44bn yuan in the June 2026 quarter, up 45%, and it leads China with access to enough AI chips as its exposure.

Dominance74draft
Leads China's cloud market, a second-string player in a global row Amazon, Microsoft and Google lead.
sourced businessday.co.za
Momentum80draft
AI cloud and compute revenue rose 45% to 48.44bn yuan in the June 2026 quarter.
sourced businessday.co.za
Leverage50draft
The Atlas states no company that depends on Alibaba Cloud.
sourced businessday.co.za
Network base 50, judgment +0.
Durability72draft
Its named risks are access to enough AI chips, and Huawei and Tencent.
sourced businessday.co.za
Firepower84draft
Capital spending rose 75% to 67.68bn yuan in the June 2026 quarter (reported).
sourced businessday.co.za
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

48.44bnAI cloud and compute revenue yuan in the June 2026 quarter, up 45%75%Capital spending up to 67.68bn yuan (reported)

From the Atlas key figure: AI cloud and compute revenue 48.44bn yuan in the June 2026 quarter, up 45%. Capital spending up 75% to 67.68bn yuan (reported). Source: businessday.co.za.

Profile

China's largest cloud provider.

Cloud and compute · Public cloud · Second string

Key figure AI cloud and compute revenue 48.44bn yuan in the June 2026 quarter, up 45%. Capital spending up 75% to 67.68bn yuan (reported).

Why it may rise Leads China, where US chips are restricted and domestic ones are rising.

What could change it Access to enough AI chips, and Huawei and Tencent.

sourced businessday.co.za

Connections

The Atlas draws no relationships for this company yet.

See Alibaba Cloud and its connections on the map →

Sector standing

No. 6 of 13 rated in Cloud and compute

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: alibabagroup.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.